Public ownership evidence

Everest Group, Ltd. (EG) Ownership Disclosures

Read EG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Everest Group, Ltd.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-05
Trade date
2026-10-01
Reporting owners
Page Alan Darryl
Code
A
Shares
85
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001628280-26-064969
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-10-052026-10-01Page Alan DarrylA85Not reported
2026-10-052026-10-01Levine AllanA85Not reported
2026-10-052026-10-01Howard John MA85Not reported
2026-10-052026-10-01HARTZBAND MERYL DA85Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-291$357None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29795$288,871None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-281,421$507,624None
Advisors Asset Management, Inc.2021-12-312026-08-282,267$620,977None
Advisors Asset Management, Inc.2022-12-312026-08-283,782$1,252,863None
Advisors Asset Management, Inc.2022-06-302026-08-283,363$943,000None
Advisors Asset Management, Inc.2021-09-302026-08-281,784$447,000None
Corient Private Wealth LP2026-06-302026-08-2831,705$11,325,910None
Reflection Asset Management2026-03-312026-08-273,865$1,263,275None
Principia Wealth Advisory, LLC2026-06-302026-08-271$357None
Principia Wealth Advisory, LLC2026-03-312026-08-271$327None
Advisors Asset Management, Inc.2024-03-312026-08-271,583$629,243None
Advisors Asset Management, Inc.2025-03-312026-08-27651$236,528None
Advisors Asset Management, Inc.2022-09-302026-08-273,676$965,000None
Advisors Asset Management, Inc.2022-03-312026-08-273,075$926,744None
Advisors Asset Management, Inc.2023-06-302026-08-273,091$1,056,689None
Advisors Asset Management, Inc.2023-09-302026-08-272,366$879,371None
Advisors Asset Management, Inc.2023-03-312026-08-273,087$1,105,208None
Advisors Asset Management, Inc.2021-03-312026-08-27655$162,316None
Advisors Asset Management, Inc.2021-06-302026-08-271,176$296,000None
Advisors Asset Management, Inc.2023-12-312026-08-272,076$734,032None
Dakota Wealth Management2025-09-302026-08-272,088$731,281None
Dakota Wealth Management2025-12-312026-08-272,003$679,719None
Dakota Wealth Management2026-03-312026-08-271,968$643,241None
Advisors Asset Management, Inc.2019-12-312026-08-26281$77,792None
Advisors Asset Management, Inc.2025-06-302026-08-25251$85,302None
CYBER HORNET ETFs LLC2026-06-302026-08-25107$38,224None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2552,060$18,597,394None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2518,597,394$52,060,000None
Advisors Asset Management, Inc.2024-09-302026-08-221,180$462,359None
Advisors Asset Management, Inc.2024-06-302026-08-221,686$642,400None
Advisors Asset Management, Inc.2024-12-312026-08-221,087$393,994None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-21123,009$43,942,505None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,388$5,139,852None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,185$423,318None
Advisors Asset Management, Inc.2019-03-312026-08-191,603$346,184None
Advisors Asset Management, Inc.2019-09-302026-08-19743$197,705None
Advisors Asset Management, Inc.2019-06-302026-08-191,154$285,246None
Ensign Peak Advisors, Inc2026-03-312026-08-193,995$1,305,766None
Ensign Peak Advisors, Inc2025-12-312026-08-193,018$1,024,158None
Ensign Peak Advisors, Inc2025-09-302026-08-197,155$2,505,896None
Coastal Bridge Advisors, LLC2026-06-302026-08-18828$295,786None
Caitlin John, LLC2026-06-302026-08-1833$11,690None
Corient Private Wealth LP2026-06-302026-08-1833,929$12,120,383None
Empowered Funds, LLC2026-06-302026-08-1833,848$12,091,521None
Empowered Funds, LLC2026-06-302026-08-18261$93,237None
Empowered Funds, LLC2026-06-302026-08-18224$80,020None
Empowered Funds, LLC2026-06-302026-08-18201$71,803None
Empowered Funds, LLC2026-06-302026-08-1877$27,507None
Empowered Funds, LLC2026-06-302026-08-1829$10,360None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Reflection Asset Management ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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